JP Morgan Chase
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JP Morgan Chase’s WealthTrust DBS Long Term Growth ETF WLTG Stock Holding History

JP Morgan Chase’s Portfolio WLTG Stock Details WLTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.4K Sell
253
-4,565
-95% -$168K ﹤0.01% 6935
2026
Q1 		$159K Buy
+4,818
New +$170K ﹤0.01% 5590

Other funds holding WLTG

WAM
WealthTrust Asset Management Destin, Florida $185M AUM 26.82% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
EW
Expressive Wealth Chicago, Illinois $106M AUM
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

JP Morgan Chase's WLTG Position: Q2 2026 in Review

JP Morgan Chase reduced its WealthTrust DBS Long Term Growth ETF (WLTG) stake by 95% in Q2 2026, selling an estimated $168K and leaving 253 shares worth $9.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6935.

JP Morgan Chase first reported a position in WLTG in Q1 2026 and has held it in 2 quarters since. The position peaked at $159K in Q1 2026. 12 funds tracked by Wall St. Rank hold WLTG as of Q2 2026.

  • JP Morgan Chase held 253 shares of WealthTrust DBS Long Term Growth ETF worth $9.4K as of Q2 2026.
  • JP Morgan Chase sold 4,565 WealthTrust DBS Long Term Growth ETF shares in Q2 2026, an estimated $168K.
  • WealthTrust DBS Long Term Growth ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6935 holding.
  • JP Morgan Chase first reported a position in WealthTrust DBS Long Term Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • JP Morgan Chase's WealthTrust DBS Long Term Growth ETF position peaked at $159K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held WealthTrust DBS Long Term Growth ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.